Stifel Financial
BLW icon

Stifel Financial’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Stifel Financial’s Portfolio BLW Stock Details BLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,459
Closed -$177K – 3548
2025
Q2 		$177K Hold
12,459
– – ﹤0.01% 3283
2025
Q1 		$176K Sell
12,459
-3,523
-22% -$50.1K ﹤0.01% 3212
2024
Q4 		$226K Buy
15,982
+362
+2% +$5.17K ﹤0.01% 3112
2024
Q3 		$226K Sell
15,620
-2,760
-15% -$39.3K ﹤0.01% 3095
2024
Q2 		$257K Sell
18,380
-1,226
-6% -$16.8K ﹤0.01% 2993
2024
Q1 		$275K Sell
19,606
-1,303
-6% -$18.2K ﹤0.01% 2961
2023
Q4 		$292K Sell
20,909
-1,021
-5% -$13.3K ﹤0.01% 2867
2023
Q3 		$282K Buy
21,930
+635
+3% +$8.3K ﹤0.01% 2824
2023
Q2 		$274K Sell
21,295
-562
-3% -$7.25K ﹤0.01% 2873
2023
Q1 		$287K Sell
21,857
-896
-4% -$11.9K ﹤0.01% 2846
2022
Q4 		$297K Sell
22,753
-1,009
-4% -$12.8K ﹤0.01% 2774
2022
Q3 		$288K Sell
23,762
-5,224
-18% -$68.9K ﹤0.01% 2746
2022
Q2 		$367K Sell
28,986
-163,596
-85% -$2.22M ﹤0.01% 2636
2022
Q1 		$2.76M Sell
192,582
-7,008
-4% -$104K ﹤0.01% 1409
2021
Q4 		$3.36M Sell
199,590
-13,327
-6% -$226K ﹤0.01% 1285
2021
Q3 		$3.64M Sell
212,917
-3,353
-2% -$57.6K 0.01% 1198
2021
Q2 		$3.68M Sell
216,270
-1,613
-0.7% -$27.3K 0.01% 1191
2021
Q1 		$3.65M Buy
217,883
+2,562
+1% +$41.1K 0.01% 1139
2020
Q4 		$3.43M Sell
215,321
-20,135
-9% -$307K 0.01% 1062
2020
Q3 		$3.46M Buy
235,456
+171,781
+270% +$2.54M 0.01% 938
2020
Q2 		$887K Sell
63,675
-5,899
-8% -$79.5K ﹤0.01% 1646
2020
Q1 		$887K Sell
69,574
-177,193
-72% -$2.67M ﹤0.01% 1514
2019
Q4 		$4.04M Sell
246,767
-3,438
-1% -$54.6K 0.01% 974
2019
Q3 		$3.92M Sell
250,205
-32,877
-12% -$505K 0.01% 937
2019
Q2 		$4.25M Buy
283,082
+9,868
+4% +$146K 0.01% 922
2019
Q1 		$4.01M Sell
273,214
-18,266
-6% -$264K 0.01% 906
2018
Q4 		$3.9M Buy
291,480
+76,492
+36% +$1.08M 0.01% 878
2018
Q3 		$3.2M Buy
214,988
+91,334
+74% +$1.36M 0.01% 1027
2018
Q2 		$1.84M Buy
+123,654
New +$1.85M 0.01% 1251
2018
Q1 		– Sell
-20,226
Closed -$322K – 2706
2017
Q4 		$322K Buy
20,226
+9,826
+94% +$157K ﹤0.01% 2154
2017
Q3 		$168K Buy
+10,400
New +$166K ﹤0.01% 2412
2017
Q2 		– Sell
-10,584
Closed -$166K – 2567
2017
Q1 		$166K Sell
10,584
-2,040
-16% -$31.9K ﹤0.01% 2363
2016
Q4 		$195K Buy
12,624
+299
+2% +$4.55K ﹤0.01% 2264
2016
Q3 		$193K Sell
12,325
-18,769
-60% -$291K ﹤0.01% 2195
2016
Q2 		$475K Buy
+31,094
New +$466K ﹤0.01% 1787

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Stifel Financial's BLW Position: Q3 2025 in Review

Stifel Financial sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2025, closing a stake of 12,459 shares — an estimated $177K sold.

Stifel Financial first reported a position in BLW in Q2 2016 and held it in 35 quarters. The position peaked at $4.25M in Q2 2019. 85 funds tracked by Wall St. Rank hold BLW as of Q3 2025.

  • Stifel Financial reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 12,459 BlackRock Limited Duration Income Trust shares in Q3 2025, an estimated $177K.
  • Stifel Financial first reported a position in BlackRock Limited Duration Income Trust in Q2 2016 and held it in 35 quarters.
  • Stifel Financial's BlackRock Limited Duration Income Trust position peaked at $4.25M in Q2 2019.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.